Proposed Provision: Invest 15 percent of the Trust Funds in equities (phased in 2014-2023), assuming an ultimate 2.9 percent annual real rate of return on equities. Thus, the ultimate rate of return on equities is the same as that assumed for Trust Fund bonds.

OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)

Year Present Law Provision
2013330330
2014315315
2015301301
2016286286
2017271271
2018257257
2019244244
2020231231
2021218218
2022204204
2023189189
2024173173
2025158158
2026142142
2027125125
2028108108
20299090
20307171
20315252
20323131
20331111
2034-11-11
2035-32-32
2036-55-55
2037-78-78
2038-101-101
2039-124-124
2040-148-148
2041-172-172
2042-196-196
2043-220-220
2044-245-245
2045-269-269
2046-294-294
2047-319-319
2048-345-345
2049-371-371
2050-397-397
2051-423-423
2052-449-449
2053-476-476
2054-502-502
2055-530-530
2056-557-557
2057-585-585
2058-613-613
2059-642-642
2060-671-671
2061-701-701
2062-732-732
2063-763-763
2064-794-794
2065-826-826
2066-859-859
2067-892-892
2068-925-925
2069-959-959
2070-993-993
2071-1028-1028
2072-1064-1064
2073-1101-1101
2074-1139-1139
2075-1178-1178
2076-1217-1217
2077-1258-1258
2078-1299-1299
2079-1340-1340
2080-1382-1382
2081-1424-1424
2082-1466-1466
2083-1508-1508
2084-1550-1550
2085-1592-1592
2086-1635-1635
2087-1678-1678
2088-1722-1722
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